Market Viewpoints
Can the United States wean itself off stimulus?
“It’s not whether you’re right or wrong that’s important, it’s how much money you make when you’re right and how...
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Herd immunity and rising bond yields
“The desire to perform all the time is usually a barrier to performing over time.” Robert Olstein Summary Around this...
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Are the second Roaring ‘20s on their way?
“Complacency often afflicts precisely those who have been the most successful.” Andrew Grove Summary Covid-19 vaccination programs are accelerating globally...
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V for Vaccine and a V-shaped recovery
“Far more money has been lost by investors preparing for stock market corrections, than from the corrections themselves.” -Peter Lynch...
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US election 2020: Will Trump do a Truman?
“When the winds of change blow, some people build walls and others build windmills” Unknown Summary In 1948, as the...
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Covid-19 “second wave”?
“It is too difficult to think nobly when one thinks only of earning a living.” -Jean-Jacques Rousseau Summary The number...
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The Stock Market is not the Economy
“Buy when everyone else is selling and hold when everyone else is buying. This is not merely a catchy slogan....
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US presidential transitions are generally a smooth affair, will the next one be as smooth?
“America will never be destroyed from the outside. If we falter and lose our freedoms, it will be because we...
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Is the Franco-German €500 billion Recovery initiative Europe’s “Hamiltonian moment”? Probably not
“A dangerous ambition more often lurks behind the specious mask of zeal for the rights of the people, than under...
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The epidemiologists and their COVID-19 forecasting models: Trust but verify
“If you are filled with pride, then you will have no room for wisdom” - African proverb Summary The difference...
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The global economy is in the ICU; fiscal help is on its way
“’Market timing’ is unappealing to long-term investors. As in hunting deer or fishing for rainbow trout, investors have learned the...
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Sanders, the Pied Piper from Vermont
“More money has been lost trying to anticipate and protect from corrections than actually in them.” - Peter Lynch Summary...
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From the delicate US-China trade deal to the year that will be
“Nurture your mind with great thoughts, for you will never go any higher than you think.” - Benjamin Disraeli, UK...
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